The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| BRIGGS & STRATTON CORP | COM | 109043109 | 1,590 | 67,655 | SH | SOLE | 49,713 | 0 | 17,942 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 2,684 | 149,187 | SH | SOLE | 109,612 | 0 | 39,575 | ||
| CALLAWAY GOLF CO | COM | 131193104 | 3,711 | 257,177 | SH | SOLE | 189,826 | 0 | 67,351 | ||
| CASELLA WASTE SYS INC | CL A | 147448104 | 4,457 | 237,066 | SH | SOLE | 173,986 | 0 | 63,080 | ||
| CISION LTD | SHS | G1992S109 | 1,945 | 149,402 | SH | SOLE | 112,983 | 0 | 36,419 | ||
| COMMERCIAL METALS CO | COM | 201723103 | 673 | 35,390 | SH | SOLE | 26,005 | 0 | 9,385 | ||
| ETSY INC | COM | 29786A106 | 6,379 | 377,900 | SH | SOLE | 282,578 | 0 | 95,322 | ||
| EXTENDED STAY AMER INC | UNIT 99/99/9999B | 30224P200 | 319 | 15,947 | SH | SOLE | 11,714 | 0 | 4,233 | ||
| FORTERRA INC | COM | 34960W106 | 114 | 25,306 | SH | SOLE | 18,595 | 0 | 6,711 | ||
| FRONTIER COMMUNICATIONS CORP | COM NEW | 35906A306 | 889 | 75,430 | SH | SOLE | 55,426 | 0 | 20,004 | ||
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 5,097 | 138,171 | SH | SOLE | 101,616 | 0 | 36,555 | ||
| HOUGHTON MIFFLIN HARCOURT CO | COM | 44157R109 | 5,756 | 477,700 | SH | SOLE | 351,049 | 0 | 126,651 | ||
| IMMERSION CORP | COM | 452521107 | 739 | 90,497 | SH | SOLE | 67,287 | 0 | 23,210 | ||
| IMPERVA INC | COM | 45321L100 | 2,733 | 62,974 | SH | SOLE | 47,830 | 0 | 15,144 | ||
| INSTRUCTURE INC | COM | 45781U103 | 4,066 | 122,653 | SH | SOLE | 93,705 | 0 | 28,948 | ||
| INTERNAP CORP | COM PAR $.001 | 45885A300 | 2,400 | 551,800 | SH | SOLE | 415,554 | 0 | 136,246 | ||
| LANDS END INC NEW | COM | 51509F105 | 1,403 | 106,300 | SH | SOLE | 78,110 | 0 | 28,190 | ||
| LENNAR CORP | CL B | 526057302 | 1,851 | 41,065 | SH | SOLE | 29,857 | 0 | 11,208 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 4,704 | 123,489 | SH | SOLE | 92,781 | 0 | 30,708 | ||
| MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 5,416 | 25,296 | SH | SOLE | 18,587 | 0 | 6,709 | ||
| MATCH GROUP INC | COM | 57665R106 | 4,820 | 207,828 | SH | SOLE | 156,379 | 0 | 51,449 | ||
| MOBILEIRON INC | COM NEW | 60739U204 | 1,208 | 326,401 | SH | SOLE | 246,029 | 0 | 80,372 | ||
| NCR CORP NEW | COM | 62886E108 | 3,600 | 95,957 | SH | SOLE | 70,493 | 0 | 25,464 | ||
| NII HLDGS INC | COM PAR | 62913F508 | 347 | 754,359 | SH | SOLE | 555,535 | 0 | 198,824 | ||
| OLYMPIC STEEL INC | COM | 68162K106 | 4,581 | 208,230 | SH | SOLE | 152,903 | 0 | 55,327 | ||
| STORE CAP CORP | COM | 862121100 | 4,960 | 199,454 | SH | SOLE | 146,553 | 0 | 52,901 | ||
| STRAIGHT PATH COMMUNICATNS I | CL B | 862578101 | 854 | 4,729 | SH | SOLE | 3,479 | 0 | 1,250 | ||
| TEAM INC | COM | 878155100 | 1,142 | 85,560 | SH | SOLE | 62,884 | 0 | 22,676 | ||
| TESLA INC | COM | 88160R101 | 366 | 1,072 | SH | SOLE | 1,072 | 0 | 0 | ||
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 9,693 | 281,603 | SH | SOLE | 210,214 | 0 | 71,389 | ||